Kari Lee Romano

Employer firm

State Farm Investment Management Corp. CRD 3487

$12.9B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2014 → 01/2019
  State Farm Vp Management Corp.
  The Woodlands, TX
• 03/2014 → 01/2019
  Kari Romano Insurance Agency
  The Woodlands, TX
• 01/2019 → Present
  Kari Romano Insurance Agency
  Shenandoah, TX
• 01/2019 → Present
  State Farm Vp Management Corp
  Shenandoah, TX
• 09/2020 → Present
  State Farm Investment Management Corp
  Shenandoah, TX

Other Businesses

1) Kari Romano's Insurance Agency; Insurance Agency; Investment-related; 260 Ed English Dr Ste A Bldg 5 Shenandoah, TX 77385-8030; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 03/01/2014; 80; 80; Service customers and supervise employees 2) Portofino Plaza Condo Associations; Non-investment-related; Ed English Drive Shenandoah TX 77385; Condo Association Board; Board Member; President; 02/01/2023; 2; 0; Board director of COA 3) Barrows Legacy Enterprises, LLC; INVESTMENT-RELATED; 17207 Harpers Way the Woodlands TX 77385; Investment or Commercial Property; Owner - Director; 10/01/2016; 10hrs; Management of Investment properties. (I am opening an LLC for the purchase of my State Farm Agency building 4) A Luxe Affair, LLC; investment-related; 260 Ed English Dr. Shenandoah, TX. 77385; Service Industry; Owner; President; 08/26/2025; 10;0; Event planning for my neighborhood HOA

Exams

• S63 Uniform Securities Agent State Law Examination
  2013-08-23

Designations

• Chartered Financial Consultant

Other Names

• Kari Lee Barrows
• Kari Lee Hanan